DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Departures from Delta Financial Advisors, Inc
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Skerdi Kostreci | Delta Financial Advisors, Inc independent RIA | Eagle Strategies LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 20, 2025 | Feb 20, 2026 (276 d) |
| Joseph Anthony Fischetti | Delta Financial Advisors, Inc other | Beacon Global Advisor Network, LLC no RAUM | Other | Dec 31, 2017 | Oct 19, 2017 |
| Aaron Michael Szager | Delta Financial Advisors, Inc other | Bluesky Wealth Advisors, LLC other | Other | Feb 24, 2016 | Aug 24, 2016 (182 d) |
| Lauren Lehman | Delta Financial Advisors, Inc other | Sol Capital Management Co other | Other | Jan 3, 2011 | Mar 22, 2012 (444 d) |
| Christopher Marc Reese | Delta Financial Advisors, Inc other | Fsc Securities Corporation other | Other | Jul 31, 2009 | Feb 3, 2009 |
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5 moves match.